Expansion ProjectsLynas' heavy rare earth separation capabilities are progressing, marking the company as the only provider outside China, which could allow for pricing independent of China indices.
Government SupportLynas is in discussions with the U.S. government to potentially increase its prior commitment of $300 million in grants for the Seadrift, TX planned refiner project.
Production GrowthThe Mt Weld expansion project is on track for completion, which will support production growth.